This course is a best practice course on how to do a proper tax client intake. The process is identical for tax preparation and tax resolution clients. This course is taught using a flow chart as part of the handouts for the attendees to use in their own practices.
This class is for new tax preparers, those who work at large organizations, or anyone needing a standardized process.
Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS Transcript analysis a decade ago. He launched Tax Help Software, which has downloaded over one-third of a billion transcripts. Roger is a national speaker on tax industry best practices. He also consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.